Field Sales CRM For Systems Integrators
Your Sales Team Works From Everywhere. Give Them a Complete Office in Their Pocket.
Help Field Sales Team Close Faster
Your sales engineers visit client sites daily.
Data centers.
Office buildings.
Factory floors.
They need to quote on the spot. Check stock availability. Capture purchase orders. Update lead status.
They can’t wait until they’re back at the office.
Profit 365 gives them full CRM capability on mobile. Quote. Capture. Update. Anywhere.
Quote Instantly From the Client's Conference Room
You or your field sales team are in a meeting with a client.
They ask, "Can you give me a quote for 20 additional cameras?" You need an answer now.
If you don’t have a field-sales friendly CRM tool, you’ll just say “we’ll check and get back to you”
With Profit365, you can simply open the mobile app. Add products. Apply quantities. Check margin. Generate a quote and then send it to the client before the meeting ends.
That's the speed they need.
GPS Check-ins. Proof of Visit.
Your salesperson says they visited the client site. Where's the proof? You trust them. But your management wants visibility.
GPS check-ins automatically log location and timestamp when they arrive. Add notes. Capture photos. Attach the signed meeting agenda. Proof of visit. Always.
Key Capabilities
Mobile Quoting
Create and send quotes directly from your phone. Select products, apply quantities, and generate PDF in minutes.
Offline Mode
No internet at the client site? No problem. Work offline. Data syncs when you're back online. Never lose a lead.
GPS Check-ins
Automatic location logging when visiting client sites. Timestamp. Address. Notes. Proof of visit for every meeting.
PO Capture
Capture purchase orders on the spot. Snap a photo. Upload directly to the system. No more "I'll send it when I'm back."
Real-Time Stock Check
Check product availability before you quote. Don't promise delivery you can't keep. Check stock right from the quote screen.
Location-Based Leads
See leads near your current location. Plan your site visits efficiently. Group nearby clients into one trip.
Photo & Document Capture
Upload product photos, site surveys, competitor setups. Attach directly to leads. Visual context for the whole team.